Aditya Birla SL Equity Fund (Equity, Multi Cap)

Moderately High
21 yrs 8 monthsStarted on:27 Aug 1998
₹ 11582.16 Cras on: 03 Apr 2020
Long Term Horizon
Capital Appreciation

Minimum Investment

  • ₹ 1000.00 for Lumpsum

Investment Objective

The fund seeks long-term growth of capital and regular income through 90% investment in equities and 10% in debt and money market securities. The scheme would adopt top-down & bottom-up approach of investing & a portion of the scheme will also be invested in IPOs, emerging sectors & other primary market offerings.

Exit Load

Scheme Documents

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TenureReturns (CAGR)

SIP Returns

TenureReturns (CAGR)
10 YR5.76


Company Name% Assets
ICICI Bank Ltd.9.25
HDFC Bank Ltd.9.01
Bharti Airtel Ltd.5.5
Tech Mahindra Ltd.4.25
Infosys Ltd.4.04
Bajaj Finance Ltd.3.83
Sun Pharmaceutical Inds. Ltd.3.12
Dr. Reddy's Laboratories Ltd.3.01
State Bank of India2.97
Axis Bank Ltd.2.62

Top Sectoral Holdings

Sector Name% Assets


Portfolio turnover ratio44
Standard Deviation20.27%

Anil Shah

Mr.Shah is a, CA and a cost accountant
Prior to joining BSL AMC he has worked with RBS Equities (India) Ltd. for around 15 years.

Other Funds Managed by Anil Shah